Who We AreAbout Us

We bring a professional approach to financial planning and investment management that is focused on what is important to you.

Our Story

Grand Wealth Management was founded by Jeff Williams in 2004 to offer clients independent, objective financial advice along with a higher level of personalized service. After 18 years with Ernst & Young Jeff felt the time was right to launch a firm that could serve those whose financial success required a fresh approach to financial management.

Jeff chose to start an independent firm rather than join a large firm. He notes, “I sought an atmosphere where I could focus on taking care of clients without the pressures of working for a firm that emphasizes sales.” He began with 12 clients and roughly $27 million of assets under management; the firm has since grown to over $300 million of assets under management (as of March 2018), with greatly expanded resources and service offerings.

Ellie Winter joined the firm in 2006 with over 22 years’ experience in personal finance at several area banks and Ernst & Young. Steve Starnes joined in 2015 after spending more than 10 years as a financial advisor in the Washington, DC area.